Archvest Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,270
| Closed | -$237K | – | 63 |
|
|
2024
Q1 | $237K | Buy |
4,270
+229
| +6% | +$12.7K | 0.17% | 55 |
|
|
2023
Q4 | $215K | Sell |
4,041
-11
| -0.3% | -$585 | 0.16% | 53 |
|
|
2023
Q3 | $200K | Buy |
+4,052
| New | +$200K | 0.16% | 49 |
|
|
2022
Q4 | – | Sell |
-5,605
| Closed | -$251K | – | 41 |
|
|
2022
Q3 | $251K | Sell |
5,605
-149
| -3% | -$6.67K | 0.26% | 36 |
|
|
2022
Q2 | $276K | Hold |
5,754
| – | – | 0.27% | 31 |
|
|
2022
Q1 | $310K | Hold |
5,754
| – | – | 0.28% | 33 |
|
|
2021
Q4 | $328K | Buy |
+5,754
| New | +$328K | 0.28% | 34 |
|